Hybrid Portfolio Manager, Middle‑Market Banking

Citizens

Tampa (FL)

Hybrid

USD 90,000 - 120,000

Full time

5 days ago

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Job summary

Citizens is expanding in South Florida and Tampa, seeking a Portfolio Manager to lead full-cycle underwriting and portfolio management with a seasoned coverage team. You will analyze, underwrite, and present credit recommendations on commercial loan requests and modifications, reviewing financial statements and tax returns to support credit decisions.

You will collaborate with relationship managers, manage a portfolio of moderately complex credits, and ensure adherence to credit policies while

Qualifications

4+ years of experience in underwriting and portfolio management with C&I/CRE/Commercial banking.
Bachelor's degree required.
Strong communication skills and proven ability to work well with clients and internal partners.
Demonstrate credit analysis background working on new to new loans and existing portfolio.

Responsibilities

Proactively credit and risk administer assigned portfolio accounts.
Structure, underwrite, and document new business, renewals and modifications as the credit expert within the first line of defense.
Provide client management support for assigned portfolio.
Direct client interaction on standard credit and risk follow-up issues.
Actively engages with relationship managers on progress, issues, and challenges regarding a particular customer relationship or portfolio concern.
Handles multiple demands and competing priorities while meeting deadlines and schedules associated with maintaining portfolio and compliance with credit and risk policies.
Manages moderately complex credits.